MG
X

Mather Group’s US Steel X Stock Holding History

Mather Group’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$4.23K – 1742
2025
Q1 		$4.23K Hold
100
– – ﹤0.01% 1437
2024
Q4 		$3.4K Hold
100
– – ﹤0.01% 1440
2024
Q3 		$3.53K Sell
100
-11,219
-99% -$427K ﹤0.01% 1367
2024
Q2 		$462K Buy
11,319
+11,019
+3,673% +$420K 0.01% 428
2024
Q1 		$14.6K Sell
300
-11,016
-97% -$504K ﹤0.01% 1115
2023
Q4 		$551K Hold
11,316
– – 0.01% 333
2023
Q3 		$368K Buy
11,316
+100
+0.9% +$2.8K 0.01% 393
2023
Q2 		$281K Hold
11,216
– – ﹤0.01% 471
2023
Q1 		$293K Hold
11,216
– – 0.01% 400
2022
Q4 		$281K Hold
11,216
– – 0.01% 398
2022
Q3 		$203K Buy
11,216
+88
+0.8% +$1.88K ﹤0.01% 449
2022
Q2 		$199K Buy
+11,128
New +$304K ﹤0.01% 367

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mather Group's X Position: Q2 2025 in Review

Mather Group sold out of US Steel (X) in Q2 2025, closing a stake of 100 shares — an estimated $4.23K sold.

Mather Group first reported a position in X in Q2 2022 and held it in 12 quarters. The position peaked at $551K in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Mather Group reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 100 US Steel shares in Q2 2025, an estimated $4.23K.
  • Mather Group first reported a position in US Steel in Q2 2022 and held it in 12 quarters.
  • Mather Group's US Steel position peaked at $551K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.